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Wowie Sash

Wowie Sash
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  • Windows 8 Launch Looks Like A Bomb [View article]
    Wow Dana! They released Surface RT 3 days ago and you already decided they lost the bet? Doesn't give me much comfort in your objectivity!

    Just to let you know I am n iPad user and I bought Surface on Sunday and I LOVE IT. It has the power and ease of use I need and it runs Microsoft Office with the whole cloud infrastructure needed.

    I, as an investor, am disappointed with your lack of forensic financial analysis and your obviously personal bias against a stock that I own and will continue to own after my first hand experience with their new product. I was following you and now I won't!!
    Oct 30, 2012. 11:01 AM | 13 Likes Like |Link to Comment
  • Microsoft: Windows 8 Shows Why Steve Ballmer Must Go, And Why That Is A Buying Opportunity [View article]
    Just to share my latest experiences, I bought a Surface RT on Sunday ... and I cannot put it down! I love the device and the fact that I can do my Office work on it. I finally was able to play with Windows 8 and I am more than thrilled with my experience.

    I myself have an iPad but I am a MSFT office user and there is an example to show you how I simply NEEDED to buy a surface. Having said that, it looks like I will simply use Surface as my primary on the go tablet. Microsoft has done a great nob with this new interface and its a very educated and hedged gamble ... it seems.

    After experimenting with Surface, I willladd MSFT to my portfolio for sure.
    Oct 30, 2012. 08:41 AM | Likes Like |Link to Comment
  • Microsoft: Windows 8 Shows Why Steve Ballmer Must Go, And Why That Is A Buying Opportunity [View article]
    I have many friends that work for Microsoft ranging from VPs to front liner soldiers. Based on what they share with me, I agree with the author on the fact that Microsoft's human resources plays a huge role in demoralizing employees and keeping innovation at an arm's length from their minds. What's on their mind is not excelling and innovating, rather monitoring and manipulating the political situation to ensure they don't end up in the bottom 20%

    However, I disagree with the author on the future of Microsoft. History serves as an indicator of how Microsoft executes. Microsoft was not the first to create word processing or spreadsheets yet they used their install base in windows to reign supreme. Also, Netscape was king way before IE ever existed. Once again, Microsoft used its install base to grab a sizeable chunk of the market. Similarly, Microsoft was not the first to create the smart phone or the portable notebook but it will be naiive of us to think that windows 8 is not going to use the existing install base to climb up and dominate the world of mobile computing be it in a smart phone form factor, portable notebook, laptop or desktop.

    I view Microsoft as a thoroughly diversified portfolio. A diversified portfolio does not do as well as successful stock picking but it endures rather remarkably over time. Microsoft has a diversified set of products where as Google (for example) relies on ads to generate the vast majority of its revenue. Just look at what happened after they released their last quarter.

    Windows 8 and Windows RT seem to be designed to go after all types of devices (Phones, tablets, notebooks, laptops, desktops, all-in-ones, special use devices). Those who underestimate Microsoft's future in the consumer and cloud space may not be examining the entire story carefully.
    Oct 23, 2012. 06:45 AM | 8 Likes Like |Link to Comment
  • Microsoft Still A Tentative Buy [View article]
    I think you're missing the point I am trying to make. the iPad is a fabulous tablet and I love it but the iPad is NOT designed for the enterprise. It is strictly a consumer tablet. Now, think if that consumer tablet has the enterprise power and security needed ... It would be a tablet for consumers, gamers and office workers. iPad cannot leap into the enterprise overnight. That space is (as the article above discusses) controlled by MSFT.
    Sep 17, 2012. 01:26 PM | Likes Like |Link to Comment
  • Microsoft Still A Tentative Buy [View article]
    William - I totally agree with your assessment. Furthermore, I did a lot of investment research in that area and I am very familiar with the technology landscape. I want to add to your argument that the middle ground between a PC and a tablet is coming from none other than Microsoft itself. If you read what's coming down the pipeline, MSFT will release the RT tablet in October. This is a consumer tablet but still has Office on it. However, the x86 based tablets will have the full power and security of a laptop/Desktop/Worksta... That leads me tobelieve the MSFT found that niche market again. People in need of full power and security yet the experience of a tablet-user. There is no tablet on the market today that I can call "Enterprise-grade" ... The first company to release them will be Microsoft. Based on this and many other factors, my personal opinion is that MSFT may trade in the low 40s within 12-18 months based on the sales numbers as they start trickling in.
    Sep 17, 2012. 12:50 PM | 1 Like Like |Link to Comment
  • Bill Gross: Inflation Coming Soon To A Developed Country Near You [View article]
    My comments is rather qualitative and philosophical in nature than quantitative and "numbers driven". The truth of the matter is that we have an endless stream of "experts" and "analysts" many end up doing something right (get lucky) and then he/she becomes the wholly grail of investing and a source of advice where they are given all the media attention. People have short memories and react in the short term to today's controversial viewpoints from "experts". For all of you out there, I recommend you read the book "Fooled by Randomness". The book came to my attention after JPM lost several billions dollars betting on something they thought is right. I personally view Gross's assessment as guessing. No more and no less. All what those so-called experts tell us is OPINIONS and NOT FACTS. Everybody is entitled to their opinion but people should not react with their money based on opinions.

    Speaking of people becoming "experts" and sought after advice-givers, all you have to do is look around you and pay attention. First we had Meredith Whitney who made a lucky call on Citi ... All the media jumped on that story and made her larger than life. Since then she started her own little thing to capitalize on her newly found fame. She made an Armageddon-like prediction for other things including munis. Over time she proved to be lucky based on statistics and will eventually disappear in obscurity. John Paulson, the famed hedge fund manager, made a call on the housing and lucked out. People started copying his moves. He subsequently bet substantial amounts on banks (C, BAC) and a ton of people followed suit only to lose big time. The literature is littered with “geniuses” that lost their shirts believing they had a crystal bowl into the future.

    In summary, If you luck out in a given situation, that does not make you an expert in anything. It doesn’t matter whether you are Meredith Whitney, Bill Gross, John Paulson, Bill Gates or anyone whom others view as extraordinarily gifted people. The world’s population is increasing. The developed and developing market will continue to evolve and life will go on. I wonder what would Bill Gross and other “experts” have said in 1929? I can only GUESS they would have painted us the gloomiest picture ever imagined by mankind. Index your portfolio, diversify and let it ride. You’ll be fine!
    Aug 10, 2012. 09:45 AM | Likes Like |Link to Comment
  • Portfolio Construction Logic: A Concrete Example With ETFs [View article]
    Thanks Lowell. That helps a lot for sure. I always traded stocks/options and never spent time understanding bonds or proper portfolio construction. I reached an age (50) where I need to pay serious attention to long term performance especially that I blew away a huge chunk of my networth during the financial crisis....Thanks to options!

    I have recently become a platinum member and spent time reading a lot of the material you present on your site. I want to thank you for sharing your insight and experience with the rest of us. I think you have done a superb job. Your material, methodology and execution are certainly first class.
    Jul 31, 2012. 10:08 AM | Likes Like |Link to Comment
  • Portfolio Construction Logic: A Concrete Example With ETFs [View article]
    Lowell - Why do you always favor TLT over say BND. I always used BND for my bond portfolio. I am interested in knowing why BND is never considered by your portfolio construction.

    Jul 30, 2012. 06:56 PM | Likes Like |Link to Comment
  • Analyzing A Swensen-Faber Merged Portfolio [View article]
    Lowell ... Thanks for great articles. I enjoy reading and learning from your thorough investigation and top notch writing. Kudos.

    I, for years, kept the same portfolio with equal weight to each ETF and it seems to have worked well when I compare to others. Mine is certainly a variation on the different asset allocations in your article.

    Each ETF gets the same amount (8.33%). This keeps things simple when I rebalance once a year :)

    Here it is:
    Jul 16, 2012. 01:39 PM | Likes Like |Link to Comment
  • Pending Iran Military Action And The Historical Effect Of Wars On The U.S. Dollar [View article]
    The author left out the reaction of China and Russia regarding the US "controlling" Iranian oil. Perhaps invading Iran and controlling its oil is a simplistic way of looking at things. Iran is 3 times the size of Iraq geographically and population wise. Invading Iran is no easy task. Tactical military attack will simply give them the incentive to escalate their quest for nuclear technology. All in all, the Iran issue has no simple solution. Neither China/India nor Russia would want the US to control Iran's oil. In today's world, going it alone simply does not do it. The real end result of removing Saddam was to handle control of Iraq gradually to Iran. Many do not realize that yet but time will show that Iraq simply revolves in an Iranian orbit.
    Apr 16, 2012. 04:30 PM | 1 Like Like |Link to Comment
  • Google, Research in Motion Present Great Cloud Computing Investments [View article]
    I totally agree. In matter of fact I track those numbers closely. However, Microsoft in particular has declared cloud computing as a strategic strategy to their software model as they move forward. As an investor, I cannot ignore the capabilies (both technical and financial) of either company and leave them out. Hence, I do think that the major players in cloud/mobile computing will be: Google, Microsoft, Apple, Cisco and Research in Motion.
    Feb 3, 2010. 09:25 AM | Likes Like |Link to Comment
  • Google, Research in Motion Present Great Cloud Computing Investments [View article]
    Actually, I am surprised that many investors do not realize that Microsoft and Apple have both made giant investments in cloud computing. Discounting Microsoft as a major cloud computing power is an investment mistake.
    Feb 2, 2010. 11:51 PM | Likes Like |Link to Comment
  • Option Traders See Limited Downside in Real Estate [View article]
    It is a definitely interesting observation. I want to ask something similar to the one bearandbull asked. What is the best source of information that allows you to monitor those numbers in more or less real time?
    Jan 3, 2010. 10:48 AM | Likes Like |Link to Comment